Steve Luman

Wahlstrom Financial Services Pty Ltd

Bronze

11 Yrs Experience

Bundall, QLD 4217

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"Life's better when the Sun's out" will always be one of my favourite sayings, but as most people know I have recently merged my business with leading Gold Coast Advice Firm, Wahlstrom Financial Services.

Being part of a larger team (I am a Senior Adviser in a team of 5 Advisers and 11 Support staff), allows me to focus on developing the areas of advice that mean the most to my clients, as well as providing a more streamlined and efficient implementation and advice support service for an exceptional client experience.

If you're coming across my profile for the first time: I've been a qualified Financial Adviser for 10 years, and my extensive background in finance and property investment/development, as well as my SMSF and TPB accrediations enable me to provide well-rounded and holistic advice with practical strategies to help my clients achieve the type of financial success that just can't be learned solely from reading books.

No matter what stage you are in life, the road to success is always under construction, and sometimes you need to take a detour and embrace new beginnings.

I look forward to hearing your story and working with you towards making the financial impact you are seeking.

Superannuation
Insurance Protection
Managing Debt
Retirement & Pension
Self Managed SuperFunds
Shares & Investments
Property Investment
Cashflow & Income
Complex Investments
Small Business Advice
Borrowing
Tax Strategies
Growing Assets
Budgeting

5.00 June 2019

I have been a client of Steve's for 7 years. He has advised me in areas of self managed super funds, investment properties and stock market assets with the aim of being able to retire mortgage free. I am completely confident in Steve's advice, knowledge and expertise - and his being able to steer and keep me on track for my goals. He is a great listener and has been available when I require his attention and advice. I cannot rate him highly enough - he is a man of integrity who loves working with his clients to help them to achieve their goals - not his!

5.00 May 2019

I find Steve really listen to your circumstances and provide advice accordingly. He is very professional in handling any question and always on the look out for your best interest in terms of paying less and making more profit available. He is definitely the financial adviser I would totally trust in handling my finance particularly in regards to superannuation and its utilisation. I totally recommend Steve Luman, his team and Sunlife financial advisory in handling financial management.

5.00 March 2019

I am only a small investor however Steve always takes the time to sit with me and talk things through no matter how small. He is attentive, honest and reliable. He gives me clear guidance and understanding .... and speaks in language that can be understood rather than technical financial talk. I can see myself being a client of Steve's for as long as he will have me.

4.25 January 2019

'Steve has given me advice in areas including loan products, self managed super funds and managing debt. Steve was usually able to explain things to me in a clear way. Through Steve's knowledge and experience, I feel very confident that the advice given was right for my needs. I usually received Steve's full care and attention when I needed it.'

5.00 January 2019

Steve has given me advice in areas including super, income protection, life and trauma insurance. Steve was able to explain things to me in a clear way. Through Steve's knowledge and experience, I feel very confident that the advice given was right for my needs. I received Steve's full care and attention when I needed it

Adviser status Bronze
Rating 4.89
Number of reviews 7
First year providing advice 2012
Years of experience 11
Highest qualification
- Advanced Diploma of Financial Planning
Language spoken
- English

Wahlstrom Financial Services Pty Ltd

Level 5, 128 Bundall Rd
Bundall, QLD 4217

9:00am – 12:00pm Saturday
9:00am – 5:00pm Monday – Friday

Anova Advice Group Pty Ltd

AFSL 537916

Steve Luman

Wahlstrom Financial Services Pty Ltd

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Wahlstrom Financial Services Pty Ltd

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